| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessy Lee Gilger Control | President And Chief Compliance Officer | Under 5% | 2023 |
| Unchained Capital, Inc. Control | Owner | Over 75% | 2023 |
Sound Advisory, LLC reports $69.9 million in regulatory assets under management on its Form ADV.
Sound Advisory, LLC reports 10 employees.
Sound Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (208)254-0142 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $69.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $69.9M |